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Quarter-End Insights

Our Outlook for Basic Materials Stocks

Supply and demand should eventually respond to today's high commodity prices.

Mentioned: , , , , , , , , ,

  • The Japan earthquake increases uncertainty for the Nuclear Renaissance. Cameco is one of the most affected miners in our coverage universe.
     
  • Paper: secular decline is trumping cyclical upswing--demand for paper in the U.S. is down again in the early part of 2011.
     
  • U.S coal is benefiting from floods in Australia and new export routes to Asia.

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Elizabeth Collins has a position in the following securities mentioned above: TX, CCJ. Find out about Morningstar’s editorial policies.